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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $694,095 | $156,398+343.8% | $147,318+371.2% | $138,895+399.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,095 | $4,853-36.2% | $4,593-32.6% | $4,194-26.2% |
| Participant deferral / active EE | $10,208 | $8,237+23.9% | $7,906+29.1% | $6,396+59.6% |
| Admin fee / account holder | $3,077 | $14,976-79.5% | $13,708-77.6% | $12,562-75.5% |